My guest today is Tim Croak, a Toledo, Ohio based founder of a wealth management company with a 40 year track record in investment and retirement planning. He’s a Chartered Life Underwriter and a Chartered Financial Consultant who became the yo...

For a long time now I’ve been telling my high net worth clients that, as their wealth increases, they need to upgrade their advisory team. Too many families remain loyal to accountants and tax consultants who do not deal with clients of a simil...

My guest today is Mark Flickinger, General Partner and Chief Operating Officer at BIP Capital and BIP Ventures, a major VC firm based in Atlanta Georgia, where he’s very much focused on fundraising and investor success. Before focusing on the p...

My guest today is James Church, author of the Amazon best-selling book, Investable Entrepreneur: How to convince investors your business is the one to back, and co-fo...

In this episode we’ll hear from two business partners, one from the Spanish island of Majorca and the other from that financial hot spot in the Irish Sea, the Isle of Man. They have very different backgrounds but a shared love of all things fin...